Christy Brown
Director of Private Wealth, CFP®, CLU®, MBA
- Business Succession Planning
- Charitable Planning
- Estate Planning
- Retirement Planning
- Executive Benefits
- Insurance Portfolio Audits
Capitas Financial
Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.
Christy Brown
Director of Private Wealth, CFP®, CLU®, MBA
Biography
Christy joined Capitas in 2013, following seven years as a wealth advisor. As Director of Private Wealth, Christy works closely with financial advisors and their clients, seeking first to understand the clients’ needs, then communicating even the most complex solutions in terms everyone can understand and feel comfortable with. Christy and her team understand the importance of the advisor-client relationship, and pride themselves on delivering a high level of service.
She has been an instructor of Insurance and Risk Management for the Rice University Glasscock School of Continuing Studies CFP® Program since 2018, serves on the Board of Directors for the Houston Estate and Financial Forum (HEFF), and is a longtime member of the Houston Business and Estate Planning Council (HBEPC) and the Financial Planning Association (FPA). Christy is involved in her local community and supports several non-profit organizations, most notably The Houston Zoo as a member of their Community-Based Conservation Committee, Development Committee, and Asante Society.
In addition to her industry designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter, in 2021 Christy completed her MBA at Rice University where she was named a Jones Scholar for graduating in the top 10% of her class. She holds a B.S. in Business Administration and a B.A. in French. In her free time, she enjoys yoga, music, traveling, and spending time outdoors.
Capitas Financial of Houston
Founded in 1997, Capitas Financial of Houston, Inc. is an independently owned partner office of Capitas Financial, a national leader in life insurance distribution. We serve the entire state of Texas, specializing in estate planning and advanced market strategies for high-net-worth clients. Our role goes beyond product access—we work as consultative partners, offering tailored case design, proactive underwriting advocacy, and deep planning expertise. Whether supporting independent advisors or national wirehouse teams, we bring a collaborative, client-first approach that drives long-term results.
